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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,686 | $162,136+41.7% | $152,301+50.8% | $154,746+48.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.02% | 91.02%-75.0pp | 80.50%-64.5pp | 172.34%-156.3pp |
| Employer contribution / active EE | $2,384 | $4,890-51.3% | $4,624-48.5% | $4,379-45.6% |
| Participant deferral / active EE | $16,590 | $8,341+98.9% | $8,004+107.3% | $6,730+146.5% |
| Admin fee / account holder | $2,877 | $15,759-81.7% | $14,398-80.0% | $14,365-80.0% |